Mason Investment Advisory Services’s Chevron CVX Stock Holding History

Mason Investment Advisory Services’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.12M	Buy	10,257 +11	+0.1%	+$2.01K	0.1%	19
2025 Q4	$1.56M	Sell	10,246 -753	-7%	-$115K	0.07%	18
2025 Q3	$1.71M	Buy	10,999 +9,147	+494%	+$1.42M	0.09%	20
2025 Q2	$265K	Buy	1,852 +22	+1%	+$3.1K	0.01%	66
2025 Q1	$306K	Buy	+1,830	New	+$286K	0.02%	58
2023 Q1	–	Sell	-1,395	Closed	-$250K	–	69
2022 Q4	$250K	Buy	+1,395	New	+$243K	0.03%	73
2022 Q1	–	Sell	-10,364	Closed	-$1.22M	–	97
2021 Q4	$1.22M	Sell	10,364 -10,274	-50%	-$1.17M	0.1%	44
2021 Q3	$2.09M	Hold	20,638	–	–	0.22%	17
2021 Q2	$2.16M	Buy	20,638 +2,585	+14%	+$273K	0.22%	12
2021 Q1	$1.89M	Buy	18,053 +10,380	+135%	+$1.01M	0.2%	15
2020 Q4	$648K	Sell	7,673 -38	-0.5%	-$3.08K	0.08%	57
2020 Q3	$555K	Hold	7,711	–	–	0.08%	57
2020 Q2	$688K	Sell	7,711 -128	-2%	-$11.5K	0.1%	50
2020 Q1	$568K	Sell	7,839 -642	-8%	-$63.4K	0.1%	55
2019 Q4	$1.02M	Hold	8,481	–	–	0.15%	50
2019 Q3	$1.01M	Hold	8,481	–	–	0.16%	51
2019 Q2	$1.06M	Sell	8,481 -1,318	-13%	-$159K	0.18%	43
2019 Q1	$1.21M	Buy	+9,799	New	+$1.16M	0.33%	25

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mason Investment Advisory Services's CVX Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Chevron (CVX) stake by 0.11% in Q1 2026, buying an estimated $2.01K and bringing the position to 10,257 shares worth $2.12M. The position accounts for 0.1% of the portfolio, ranked #19.

Mason Investment Advisory Services first reported a position in CVX in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.16M in Q2 2021. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Mason Investment Advisory Services held 10,257 shares of Chevron worth $2.12M as of Q1 2026.
Mason Investment Advisory Services bought 11 Chevron shares in Q1 2026, an estimated $2.01K.
Chevron made up 0.1% of Mason Investment Advisory Services's portfolio in Q1 2026, its #19 holding.
Mason Investment Advisory Services first reported a position in Chevron in Q1 2019 and has held it in 18 quarters since.
Mason Investment Advisory Services's Chevron position peaked at $2.16M in Q2 2021.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.